Evercore Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Evercore Wealth Management, LLC

$6.47 Billion
Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 32,197 shares of IWR stock, worth $2.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

32,197

Previous 35,225 8.6%

Holding current value

$2.8 Million

Previous $3.1 Million 8.31%

% of portfolio

0.04%

Previous 0.05%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$87.25 - $95.52 $264,193 - $289,234	-3,028 Reduced 8.6%	32,197 $2.85 Million
Q3 2024 Nov 14, 2024	SELL	$79.92 - $88.19 $115,884 - $127,875	-1,450 Reduced 3.95%	35,225 $3.1 Million
Q2 2024 Aug 14, 2024	BUY	$78.66 - $83.59 $63,635 - $67,624	809 Added 2.26%	36,675 $2.97 Million
Q1 2024 May 15, 2024	SELL	$75.37 - $84.09 $150,740 - $168,180	-2,000 Reduced 5.28%	35,866 $3.02 Million
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $723,160 - $872,945	11,153 Added 41.75%	37,866 $2.94 Million
Q3 2023 Nov 14, 2023	BUY	$68.54 - $75.91 $29,129 - $32,261	425 Added 1.62%	26,713 $1.85 Million
Q2 2023 Aug 04, 2023	SELL	$67.49 - $73.03 $4,589 - $4,966	-68 Reduced 0.26%	26,288 $1.92 Million
Q4 2022 Feb 14, 2023	SELL	$62.09 - $71.89 $19,123 - $22,142	-308 Reduced 1.16%	26,356 $1.78 Million
Q2 2022 Aug 15, 2022	SELL	$62.75 - $78.76 $215,734 - $270,776	-3,438 Reduced 11.42%	26,664 $1.72 Million
Q1 2022 May 16, 2022	SELL	$72.29 - $82.89 $243,328 - $279,007	-3,366 Reduced 10.06%	30,102 $2.35 Million
Q4 2021 Feb 14, 2022	SELL	$78.41 - $85.28 $117,615 - $127,920	-1,500 Reduced 4.29%	33,468 $2.78 Million
Q3 2021 Nov 15, 2021	SELL	$76.44 - $82.59 $12,765 - $13,792	-167 Reduced 0.48%	34,968 $2.74 Million
Q2 2021 Aug 16, 2021	SELL	$74.82 - $79.61 $277,507 - $295,273	-3,709 Reduced 9.55%	35,135 $2.78 Million
Q1 2021 May 17, 2021	BUY	$67.45 - $75.68 $4,114 - $4,616	61 Added 0.16%	38,844 $2.87 Million
Q4 2020 Feb 16, 2021	BUY	$57.75 - $68.61 $53,130 - $63,121	920 Added 2.43%	38,783 $2.66 Million
Q3 2020 Nov 16, 2020	SELL	$53.47 - $60.19 $213,398 - $240,218	-3,991 Reduced 9.54%	37,863 $2.17 Million
Q2 2020 Aug 13, 2020	SELL	$40.64 - $57.63 $126,796 - $179,805	-3,120 Reduced 6.94%	41,854 $2.24 Million
Q1 2020 May 14, 2020	SELL	$36.81 - $61.96 $488,615 - $822,457	-13,274 Reduced 22.79%	44,974 $1.94 Million
Q4 2019 Feb 13, 2020	SELL	$54.12 - $59.69 $2,868 - $3,163	-53 Reduced 0.09%	58,248 $3.47 Million
Q3 2019 Nov 14, 2019	BUY	$53.6 - $57.42 $242,593 - $259,882	4,526 Added 8.42%	58,301 $3.26 Million
Q2 2019 Aug 13, 2019	BUY	$52.53 - $56.11 $964,188 - $1.03 Million	18,355 Added 51.82%	53,775 $3 Million
Q1 2019 May 14, 2019	BUY	$45.53 - $54.18 $128,166 - $152,516	2,815 Added 8.63%	35,420 $1.91 Million
Q4 2018 Feb 13, 2019	BUY	$43.7 - $54.95 $1.07 Million - $1.34 Million	24,423 Added 298.5%	32,605 $1.52 Million
Q3 2018 Nov 13, 2018	SELL	$52.87 - $56.02 $2,009 - $2,128	-38 Reduced 0.46%	8,182 $1.8 Million
Q2 2018 Aug 14, 2018	BUY	$50.43 - $54.42 $146,600 - $158,198	2,907 Added 54.71%	8,220 $1.74 Million
Q1 2018 May 15, 2018	BUY	$49.67 - $55.0 $6,457 - $7,150	130 Added 2.51%	5,313 $1.1 Million
Q4 2017 Feb 13, 2018	BUY	$49.53 - $52.32 $742 - $784	15 Added 0.29%	5,183 $1.08 Million
Q3 2017 Nov 13, 2017	BUY	$48.84 - $49.29 $252,405 - $254,730	5,168	5,168 $1.02 Million

Others Institutions Holding IWR

# of Institutions

1,535

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Account

Evercore Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History